Observatory · observe first

Duke Energy

DUK · United States · Electric Utilities · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.153%
12M weight contribution
-0.017 pp
3M weight contribution
-0.050 pp
12M price return
+21.2%

Share of matched S&P 500 members

Monthly observations through May 2024

0.00.20.42018201920202021202220232024

Company price index

A separate dimension from market allocation

1001351712018201920202021202220232024

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
May 2024$79.9bn0.153%-0.017 pp+21.2%No
Apr 2024$75.7bn0.219%-0.038 pp+3.9%Yes
Mar 2024$74.5bn0.207%-0.047 pp+4.8%No
Feb 2024$70.8bn0.203%-0.052 pp+1.8%No
Jan 2024$73.9bn0.220%-0.050 pp-2.3%No
Dec 2023$74.8bn0.223%-0.063 pp-1.6%Yes
Nov 2023$71.1bn0.222%-0.039 pp-3.6%Yes
Oct 2023$68.5bn0.233%-0.022 pp-0.5%Yes
Sep 2023$68.0bn0.227%-0.054 pp-1.1%Yes
Aug 2023$68.4bn0.218%-0.077 pp-13.4%Yes
Jul 2023$72.1bn0.157%-0.134 pp-11.4%No
Jun 2023$69.2bn0.160%-0.161 pp-12.9%No
May 2023$68.8bn0.170%-0.142 pp-17.4%No
Apr 2023$76.1bn0.257%-0.049 pp-6.7%No
Mar 2023$74.3bn0.253%-0.036 pp-10.2%No
Feb 2023$72.6bn0.255%-0.013 pp-2.4%No
Jan 2023$78.9bn0.270%-0.002 pp+1.3%No
Dec 2022$79.3bn0.286%+0.028 pp+2.0%Yes
Nov 2022$77.0bn0.261%+0.009 pp+7.0%No
Oct 2022$71.7bn0.255%-0.008 pp-5.1%No
Sep 2022$71.6bn0.281%+0.018 pp-1.0%No
Aug 2022$82.3bn0.295%+0.025 pp+6.1%No
Jul 2022$84.6bn0.291%+0.014 pp+8.6%No
Jun 2022$82.5bn0.321%+0.053 pp+12.8%Yes

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.